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Micron, Hynix Reportedly Seek Stake in Toshiba

2/7/2017 06:17 PM EST
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Shinobee
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Probably Western Digital
Shinobee   2/8/2017 8:43:22 AM
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My guess is Western Digital will win the bid to purchase the Toshiba stake.  That's on the assumption the Toshiba and Sandisk working relationship is good enough that Sandisk/WD would be willing to double down on their current investment in the Yokkaichi Fab which may contain things worth protecting against any competitors.

 

If not WD, my next guess would be SK Hynix.

realjjj
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Re: Differences of 3D NAND
realjjj   2/8/2017 7:53:43 AM
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Hynix might care about 3D ReRAM too, not quite sure where they are in developing their own products in that area. Assuming Toshiba's ReRAM is included in this so called NAND business.

resistion
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Re: Differences of 3D NAND
resistion   2/8/2017 7:15:30 AM
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That's an excellent point, and it probably holds for Hynix as well.

realjjj
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Re: Differences of 3D NAND
realjjj   2/8/2017 12:46:00 AM
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Maybe it's a business decision. Micron likes to expand through acquisitions, hard to gain share otherwise and Toshiba doesn't have DRAM so Micron could become it's main DRAM supplier for eMCP.

resistion
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Differences of 3D NAND
resistion   2/7/2017 9:54:09 PM
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Micron has a fundamentally different 3D NAND from Toshiba's, I wonder what they could do with it.

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